Calls
4
Paul Sankey
Lead Analyst, Sankey Research
Win Rate
100.0%
return
+10.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 31
$205.49
+3.0%
Paul Sankey argues the Venezuela deal is specifically good for Chevron because Chevron never left Venezuela, does not carry the same legal baggage as Exxon, and is seeing volumes grow rapidly there. Chevron is best positioned among the majors for that agreement.
Oil & Gas
Long
Jul 30
$128.39
+9.9%
SPR drawdown ending around September will massively change WTI market dynamics, making crude very bullish as a turning point for U.S. oil.
Commodities
Long
Jul 30
$58.28
+11.7%
Refining system extremely tight with refiners at 96% utilization, product margins massive (gasoline $140/bbl vs Brent $90), gasoline inventories at bottom of range, real oil crisis is in refined products not crude.
Thematic ETFs
Long
Jul 09
$108.80
+18.4%
US gasoline demand has stayed high and US gasoline prices are structurally cheap compared to countries like Germany ($8/gallon), suggesting that gasoline prices have room to remain elevated or increase; blaming price gouging for high prices is unfounded.
Commodities
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Paul Sankey has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: XLE, CVX, BNO.
